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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1049 | 1023 | 1154 | 1087 | 1483 | 1924 |
Fund Return | 4.88% | 2.32% | 15.43% | 2.82% | 8.2% | 6.76% |
Place in category | 117 | 122 | 97 | 37 | 36 | 24 |
% in Category | 50 | 57 | 45 | 18 | 20 | 22 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 141.78B | 12.00 | 5.78 | 12.75 | ||
American Funds American Balanced A | 106.27B | 5.79 | 4.12 | 7.77 | ||
American Funds Invmt Co of Amer A | 88.51B | 10.75 | 10.07 | 11.06 | ||
VA CollegeAmerica 529 AMCAP 529A | 85.7B | 8.80 | 4.41 | 10.27 | ||
American Funds Washington Mutual A | 84.88B | 8.34 | 8.88 | 10.97 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
OH CollegeAdvantage 529 Vanguard We | 9.98B | 5.92 | 4.29 | 7.90 | ||
VA CollegeAmerica 529 American Bala | 4.44B | 5.76 | 4.06 | 7.70 | ||
VA CollegeAmerica 529 American Balc | 755.07M | 5.43 | 3.28 | 6.89 | ||
KS Schwab Moderate Index | 745.1M | 4.93 | 2.79 | 6.49 | ||
IA College Savings Iowa 529 Moderap | 675.01M | 4.43 | 1.77 | 6.11 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
American Funds American Balanced R6 | - | 25.22 | - | - | |
American Funds Washington Mutual R6 | - | 15.31 | - | - | |
American Funds Global Balanced R6 | - | 14.88 | - | - | |
American Funds Capital World Gr&Inc R6 | - | 10.25 | - | - | |
American Funds Income Fund of Amer R6 | - | 9.95 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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